Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$544M
3
+$509M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$503M
5
CPRI icon
Capri Holdings
CPRI
+$469M

Top Sells

1
+$771M
2
+$638M
3
+$446M
4
DLTR icon
Dollar Tree
DLTR
+$430M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.95%
2 Financials 8.74%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$2.13M ﹤0.01%
177,955
-18,839
3327
$2.13M ﹤0.01%
60,206
+19,720
3328
$2.12M ﹤0.01%
77,487
+26,164
3329
$2.12M ﹤0.01%
135,507
-17,166
3330
$2.11M ﹤0.01%
23,083
-16,704
3331
$2.1M ﹤0.01%
122,443
+690
3332
$2.1M ﹤0.01%
146,164
+11,895
3333
$2.09M ﹤0.01%
213,792
-36,564
3334
$2.09M ﹤0.01%
161,684
-74,897
3335
$2.08M ﹤0.01%
201,531
+29,739
3336
$2.08M ﹤0.01%
145,641
-7,359
3337
$2.08M ﹤0.01%
45,024
-6,438
3338
$2.07M ﹤0.01%
172,426
-85,862
3339
$2.06M ﹤0.01%
3,467
+786
3340
$2.06M ﹤0.01%
131,214
-41,746
3341
$2.06M ﹤0.01%
59,627
-10,097
3342
$2.06M ﹤0.01%
82,736
-10,982
3343
$2.06M ﹤0.01%
299,197
-30,007
3344
$2.06M ﹤0.01%
29,908
+165
3345
$2.06M ﹤0.01%
63,837
+1,286
3346
$2.06M ﹤0.01%
98,230
-32,852
3347
$2.05M ﹤0.01%
86,764
-2,017
3348
$2.05M ﹤0.01%
112,481
-632
3349
$2.05M ﹤0.01%
104,868
-19,265
3350
$2.04M ﹤0.01%
66,205
+23,491
132 133
134
135 136